+1,323.8%
BMY vs SBUX
+44,125.3%
-42,801.5%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.5% | +1.9% |
| 7D | +2.1% | +1.0% | +1.1% | +1.9% |
| 30D | +7.0% | +14.1% | -7.1% | +4.8% |
| 3M | -0.9% | -1.4% | +0.5% | -0.7% |
| 6M | +14.9% | +1.6% | +13.3% | +14.5% |
| YTD | +22.8% | +28.7% | -5.9% | +17.6% |
| 1Y | +36.2% | +26.3% | +10.0% | +30.7% |
| 3Y | +45.7% | +10.3% | +35.4% | +40.6% |
| 5Y | +31.3% | +6.8% | +24.5% | +25.7% |
| 10Y | +60.6% | +144.8% | -84.2% | +32.8% |
| All | +1,323.8% | +44,125.3% | -42,801.5% | +621.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SBUX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling